-99.8%
AMIX vs NYT
+42.8%
-142.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.6% |
| 7D | -3.4% | +0.3% | -3.7% | -3.5% |
| 30D | -54.4% | +7.0% | -61.3% | -55.5% |
| 3M | -45.7% | -7.9% | -37.8% | -41.9% |
| 6M | -49.2% | -15.0% | -34.1% | -46.1% |
| YTD | -60.3% | -1.3% | -59.1% | -56.5% |
| 1Y | -81.4% | +16.9% | -98.2% | -78.9% |
| All | -99.8% | +42.8% | -142.6% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NYT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling